Activist
JANA Partners
JANA Partners’s reported long US-listed equity holdings as of Q1 2026, from their Form 13F filing with the SEC.
13F value
$1.67B
reported long US equity
Positions
11
US-listed holdings
New this quarter
1
2 exited
Reporting period
Q1 2026
vs Q4 2025
Holdings
| # | Holding | Value | % of 13F | Shares | Change |
|---|---|---|---|---|---|
| 1 | MRCYMERCURY SYS INC | $299.5M | 18.0% | 4.1M | Reduced |
| 2 | COOCOOPER COS INC | $254.9M | 15.3% | 3.6M | Added |
| 3 | FISERV INC | $247.5M | 14.8% | 4.4M | Added |
| 4 | STATE STR SPDR S&P 500 ETF T | $223.5M | 13.4% | 343.7K | Reduced |
| 5 | LWLAMB WESTON HLDGS INC | $211.7M | 12.7% | 5.0M | — |
| 6 | MKLMARKEL GROUP INC | $144.1M | 8.6% | 75.3K | Reduced |
| 7 | ALKTALKAMI TECHNOLOGY INC | $85.1M | 5.1% | 5.4M | Added |
| 8 | FUNSIX FLAGS ENTERTAINMENT CORP | $73.1M | 4.4% | 4.1M | — |
| 9 | PEVERPURE INC | $61.5M | 3.7% | 1.0M | New |
| 10 | RPDRAPID7 INC | $37.2M | 2.2% | 6.7M | — |
| 11 | ENHABIT INC | $29.5M | 1.8% | 2.1M | — |
Sold out (Q1 2026)
TREEHOUSE FOODS INC, FRPT
From JANA Partners’s Form 13F filing with the SEC, which can be up to 45 days after quarter-end. Covers long US-listed securities only: it excludes short positions, options detail, cash, bonds, and non-US holdings, so it is not the manager’s complete portfolio, and share counts and values are as of Q1 2026, not today. Not investment advice.